See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,470 | $98,982-80.3% | $162,163-88.0% | $65,185-70.1% |
| Participation rate | 52.1% | 85.8%-33.6pp | 87.6%-35.4pp | 70.2%-18.1pp |
| Annual return | 35.12% | 24.84%+10.3pp | 115.59%-80.5pp | 29.38%+5.7pp |
| Employer contribution / active EE | $1,684 | $3,467-51.4% | $5,614-70.0% | $2,177-22.6% |
| Participant deferral / active EE | $3,453 | $5,384-35.9% | $7,298-52.7% | $3,514-1.7% |
| Admin fee / account holder | $14 | $596-97.7% | $10,843-99.9% | $847-98.4% |